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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-11-01
  • IA RA
    APPROVED
    Since 2021-11-01

Branch Locations

119 N Main St, Chariton, IA 50049 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
K. Threlkeld Agency, Inc. Aka Kta Chariton IA 06/1990 01/2022
Ameritas Investment Company, Llc Lincoln NE 02/2020 Present
Ameritas Life Insurance Corp Lincoln NE 04/2018 Present
Midwest Financial Solutions, Llc Chariton IA 07/2020 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Fletchinvest Chariton IA 04/2022 Present
  • 06/1990 → 01/2022
    K. Threlkeld Agency, Inc. Aka Kta
    Chariton, IA
  • 02/2020 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 04/2018 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 07/2020 → Present
    Midwest Financial Solutions, Llc
    Chariton, IA
  • 11/2021 → Present
    Lincoln, NE
  • 04/2022 → Present
    Fletchinvest
    Chariton, IA
Other Businesses

DR Fletcher LLC; 1521 Court Ave, Chariton IA 50049; non-inv rel; my wife and I formed an LLC to hold title to a commercial building that we bought-she has a business in one part of the building and rents the other part out to a salon; Owner/Vice President; start date=2016; hrs/mo=2; trading hrs/mo=0; co-owner of the building with my wife-I do some of the maintenance on the property as needed * Midwest Financial Solutions, LLC; same as branch; inv rel; financial planning/insurance; Agent; start date=07/2020; hrs/mo=120; trading hrs/mo=100; sales of securities and insurance products * FletchInvest; same as branch; inv rel; doing business as name; Owner; start date=04/2022; hrs/mo=200; trading hrs/mo=160; sole owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-26
S63 Uniform Securities Agent State Law Examination 2001-04-26
  • S66 Uniform Combined State Law Examination
    2020-05-26
  • S63 Uniform Securities Agent State Law Examination
    2001-04-26
Other Names
  • Dave Fletcher

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